Filed August 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,395 | $63,156-29.7% | $122,354-63.7% | $62,293-28.7% |
| Participation rate | 97.2% | 60.0%+37.2pp | 71.6%+25.5pp | 69.5%+27.7pp |
| Annual return | 16.38% | 20.61%-4.2pp | 30.28%-13.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $4,725 | $1,385+241.2% | $4,051+16.6% | $2,042+131.3% |
| Participant deferral / active EE | $0 | $2,321-100.0% | $3,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-99.9% | $5,479-100.0% | $479-99.9% |